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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名前 | AUM |
AUM 増加率 |
AUM 成長率% |
四半期 推定リターン |
3年間の推定リターン | 保有銘柄 | ポートフォリオ回転率 |
平均保有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Cabot-Wellington
Boston,
Massachusetts
| $3.38億 | +$2623万 | +8% | 2.71% | 73.1% | 5 | 0% | 5.6 |
|
| 4602 |
4602
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $3.38億 | +$673万 | +2% | 1.03% | 128% | 191 | 12.57% | 1.8 |
|
| 4603 |
4603
Selective Wealth Management
Forest,
Virginia
| $3.38億 | +$1720万 | +5% | 3.93% | 74.4% | 127 | 21.26% | 3 |
|
| 4604 |
4604
NKCFO LLC
Geneva,
Illinois
| $3.37億 | -$846万 | -2% | 10.2% | 237% | 131 | 49.62% | 0.8 |
|
| 4605 |
WIM
4605
WIM Investment Management
Hong Kong
| $3.37億 | -$4959万 | -13% | 11.2% | – | 24 | 25% | 0.8 |
|
| 4606 |
4606
Sterling Financial Planning
Sparta,
New Jersey
| $3.37億 | +$545万 | +2% | 1.77% | 59.3% | 123 | 7.32% | 3.8 |
|
| 4607 |
4607
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $3.37億 | -$8.58万 | -0% | 1.74% | 49.9% | 576 | 17.53% | 1.6 |
|
| 4608 |
4608
Freedom Investment Management
Hartford,
Connecticut
| $3.37億 | -$697万 | -2% | 1.25% | 71.9% | 122 | 17.21% | 3.7 |
|
| 4609 |
4609
Shoker Investment Counsel
Oxford,
Ohio
| $3.37億 | -$442万 | -1% | 5.43% | 88.9% | 114 | 7.02% | 6.3 |
|
| 4610 |
SC
4610
Schiavi & Co
Wilmington,
Delaware
| $3.37億 | +$2562万 | +8% | 2.64% | 43.6% | 51 | 15.69% | 2.1 |
|
| 4611 |
IWN
4611
Independent Wealth Network
Urbandale,
Iowa
| $3.37億 | +$931万 | +3% | 1.66% | 78.2% | 350 | 31.71% | 2.3 |
|
| 4612 |
4612
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $3.37億 | +$531万 | +2% | 1.49% | 78% | 202 | 9.41% | 2.7 |
|
| 4613 |
4613
Team Hewins
Redwood City,
California
| $3.37億 | +$2616万 | +8% | 4.55% | 62.5% | 42 | 7.14% | 1.9 |
|
| 4614 |
4614
Standard General
New York
| $3.36億 | -$2.22億 | -40% | 37.8% | 259% | 3 | 33.33% | 6.5 |
|
| 4615 |
4615
WT Wealth Management
Scottsdale,
Arizona
| $3.36億 | -$1142万 | -3% | 0.78% | 72% | 153 | 23.53% | 2.4 |
|
| 4616 |
4616
Leeward Financial Partners
Bellevue,
Washington
| $3.36億 | -$1956万 | -5% | 4.26% | 97.9% | 100 | 7% | 2.7 |
|
| 4617 |
4617
Sanofi
Paris,
France
| $3.36億 | +$2554万 | +8% | 2.95% | – | 9 | 11.11% | 0.9 |
|
| 4618 |
4618
Haverford Financial Services
Radnor,
Pennsylvania
| $3.36億 | -$2122万 | -6% | 1.64% | 57.9% | 49 | 8.16% | 6.2 |
|
| 4619 |
KA
4619
Kooman & Associates
Altoona,
Pennsylvania
| $3.35億 | -$267万 | -0.8% | 0.58% | 66% | 54 | 11.11% | 2.4 |
|
| 4620 |
4620
Hudson Value Partners
Palm Beach,
Florida
| $3.35億 | -$74万 | -0.2% | 2.02% | 124% | 114 | 16.67% | 3 |
|
| 4621 |
4621
LifeWealth Investments
Winter Garden,
Florida
| $3.35億 | +$1927万 | +6% | 1.62% | – | 169 | 25.44% | 0.9 |
|
| 4622 |
4622
Passive Capital Management
Baltimore,
Maryland
| $3.35億 | +$1514万 | +5% | 0.17% | 41% | 109 | 18.35% | 2.1 |
|
| 4623 |
4623
VSM Wealth Advisory
Hunt Valley,
Maryland
| $3.35億 | +$187万 | +0.6% | 1.3% | – | 524 | 18.89% | 0.9 |
|
| 4624 |
4624
Red Wave Investments
Dillsburg,
Pennsylvania
| $3.35億 | -$141万 | -0.4% | 1.5% | 68.8% | 124 | 18.55% | 3.7 |
|
| 4625 |
4625
Private Client Services
Louisville,
Kentucky
| $3.34億 | +$1449万 | +5% | 0.21% | 72% | 231 | 26.41% | 1.3 |
|